Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Robertson is a financial advisor registered with Osaic Wealth, Inc., and has been in the industry since 2002. Bruce has 20 years of experience and has held registrations in 22 states, including Texas and Nebraska.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
11/06/2013 - 01/06/2016
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/13/2010 - 09/19/2013
SETHI FINANCIAL INVESTMENTS, INC. (PLANO TX)
TX
11/13/2009 - 10/21/2010
DEWAAY FINANCIAL NETWORK, LLC (AZLE TX)
TX
01/02/2003 - 11/16/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WORTH TX)
NA
02/14/1997 - 06/20/1997
MID-CONTINENT FINANCIAL, INC.
NA
06/03/1996 - 09/26/1996
MID-CONTINENT FINANCIAL, INC.
BOTH
Issued 11/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/21/1996
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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